Incomplete – Page 2 – SOS Resources

How to Run Reports

Posted on August 1, 2018 | by SOS Blog

In addition to many reports that come standard with SOS G5, you also can easily customize most any List View and print or export the results. In this article we will take a closer look at the standard reports, including patient statements, that are included with your software. Note that printing insurance claims is covered in a separate article.

To begin, click the little “+” to the left of Reports in the navigation bar at the left of your screen. As you can see in the image above, the standard reports are organized by category. The categories that appear in your own software will depend on the specific features that you have licensed. For example, if you have not licensed the Clinical Records feature, you will not see the Clinical Reports category.

Favorite Reports
Contains links to any reports that you designate as Favorites.
Accounting Reports
Reports that are related to tracking receivables and analyzing financial performance.
Insurance Reports
Follow-up letters to insurance payers and other insurance related reports that do not better belong among the Accounting Reports.
Statement Reports
Various statement types and formats.
Management Reports
Primarily patient population analysis by factors such as diagnosis.
Patient Reports
Patient ledger printouts, facesheets, info cards, phone lists and similar reports.
Clinical Reports
Reports such as Progress Notes, Treatment Plans, Clinical Status, Intake Summary and other reports specific to clinical records.
Scheduler Reports
Reports such as Check-In List, Appointments for a Period, Daily Provider Log, and Encounter Form.

Select the Report Category that is likely to contain the report you would like to run. A list of the reports for that category will appear in the main panel of your screen. Accounting Reports, for example, will contain a variety of reports concerning receivables, charges, and payments. Once you locate the desired report in the list, highlight it and click the Print Report button on the top toolbar, or right-click the desired report and select Print… on the pop-up menu. In many cases, an options window will appear in which you can specify filter conditions and/or options for your report.

Setting a report as a “Favorite”

Most users do not use all the reports and have some that they run much more frequently than others. If you find it to be more convenient, you can create a shortcut for your frequently used reports to appear in the Favorite Reports section.

Locate the report you would like to make a favorite.
Click the report name to highlight it.
Click the Add to Favorite Reports button in the top toolbar.
The button icon will change (adding an “X” over the heart), signifying that the report has been copied to the Favorite Reports group. If you were to click the button again, the report would be removed from the Favorites group
To confirm your action, click the Favorite Reports link just below Reports in the Navigation Bar at the left. If you don’t see your new favorite report, click the Refresh button (or press the F5 key on your keyboard) and it will appear.

Managing the Programs Lookup List and a Patient’s Program Enrollments

Posted on March 5, 2018 | by SOS Blog | Leave a Comment

It may be helpful to keep track of the Treatment Programs in which a patient is enrolled. A Program can also be selected on Charge and Credit entry forms – which can be valuable in analyzing utilization. In previous versions of SOS the prompt for the field on Charge and Entry screens in which you could select a program was called “Sort Code”, so if you used that field in the past, you will want to read this discussion of Programs and Program Enrollments.

Create a list of Programs

The first step is to be sure that you have created a lookup list containing the names of the programs that your organization offers. The Program Names lookup can be found in the Navigation Bar under Common Lookups > Other Common Lookups.

To review existing Program Names, expand the row for Lookup Type: PROGRAM NAMES by clicking the little “+” at the left end of the row. To add a new Program Name, right-click the row and select the New button at the top of the menu, as shown below.

Complete the simple form, then click the Save & Exit button on the top toolbar.

That is all you need to do to add a new selection to the Program selection list in the Charge, Credit, or Progress Note form.

Adding Program Enrollment details to a Patient Record

Program Enrollments are managed from a tab in the patient’s Care Episodes (a tab on the Patient form).

Double-click the relevant Care Episode in the list

Creating a Patient Diagnosis/Problem List

Posted on February 14, 2018 | by SOS Blog | Leave a Comment

manually in care episode

while entering charges

while entering progress note

Managing Patient Care Episodes

Posted on October 5, 2017 | by SOS Blog | 1 Comment

Over the course of treatment a patient may start and stop treatment more than once. To retain and group records for each and every admission, SOS employs a concept called Care Episodes. For every new patient, the system will automatically create a Care Episode when you save the basic demographics (account ID, name, and birthdate). This initial Care Episode appears on the Care Episodes tab of the patient record, and is automatically designated as the “Active Care Episode” on the Patient Screen header.

Double-click the episode entry on the Care Episodes list to view or change several key values.

As you can see in the Care Episode detail screen above, this is where you can enter important data such as the patient’s primary provider, intake date, and discharge date. The Care Episode is also where you:

Create one or more Claim Setups to enter data needed to file insurance claims for services rendered during this Claim Episode.
Specify patient discounts and sliding scale fees.
Add and Review diagnoses relevant to this episode.
Keep track of treatment programs in which the patient has been enrolled.
Keep track of treatment groups in which the patient participated.

Here is a diagram that might help…

Note that one of the differences between the Standard and Pro versions of SOS G5 is that in the Standard Version you can create only one Claim Setup in each episode. In the Pro version, you can create as many as you like. For further discussion of the differences between the two versions, please see the article titled “Differences between the Standard and Pro Versions of SOS G5“.

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